Position details
PENSIONS & INVESTMENTS ADMINISTATOR
Location
Salary
Posted on
Reference
Salary
Posted on
Reference
Altrincham
£24000 - £28000 15/11/2023
NJR14120
£24000 - £28000 15/11/2023
NJR14120
DESCRIPTION
PENSIONS & INVESTMENTS ADMINISTRATOR
24,000 - 28,000 + Bonuses (Depending on Exp)
Altrincham
Our Client, a highly professional and rapidly expanding firm of Chartered Financial Planners are currently looking to recruit a motivated and hardworking Administrator to join their exceptionally busy Pensions & Investments Team.
Reporting directly to the Team Manager and the Director supporting a team of Advisers, the successful candidate will provide an efficient new business processing service where you will be liaising with product providers and ensuring that new business is set up correctly.
You will also be responsible for providing full administration support, ensuring that all client information is stored on the relevant system and it is updated accurately, etc.
This is an exciting opportunity for an ambitious and enthusiastic candidate looking to develop their career within the Financial Planning market. Our client fully encourage and financially support employees wishing to develop with industry qualifications. You will have a strong background working in the Financial Planning sector, ideally gaining experience working for a firm of Financial Advisers gaining knowledge of Pensions & Investments.
Excellent IT skills are also required. Our Client work with very \'slick\' processes and use top of the range systems. Knowledge of Back Office System Intelligent Office, and Provider Platforms would be an advantage.
NJR 13444
24,000 - 28,000 + Bonuses (Depending on Exp)
Altrincham
Our Client, a highly professional and rapidly expanding firm of Chartered Financial Planners are currently looking to recruit a motivated and hardworking Administrator to join their exceptionally busy Pensions & Investments Team.
Reporting directly to the Team Manager and the Director supporting a team of Advisers, the successful candidate will provide an efficient new business processing service where you will be liaising with product providers and ensuring that new business is set up correctly.
You will also be responsible for providing full administration support, ensuring that all client information is stored on the relevant system and it is updated accurately, etc.
This is an exciting opportunity for an ambitious and enthusiastic candidate looking to develop their career within the Financial Planning market. Our client fully encourage and financially support employees wishing to develop with industry qualifications. You will have a strong background working in the Financial Planning sector, ideally gaining experience working for a firm of Financial Advisers gaining knowledge of Pensions & Investments.
Excellent IT skills are also required. Our Client work with very \'slick\' processes and use top of the range systems. Knowledge of Back Office System Intelligent Office, and Provider Platforms would be an advantage.
NJR 13444
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